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JGIA

Jackson Grant Investment Advisers Portfolio holdings

AUM $300M
1-Year Est. Return 13.95%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+13.95%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$299M
AUM Growth
+$27.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
416
New
Increased
Reduced
Closed

Top Buys

1
+$957K
2
+$789K
3
+$710K
4
SDY icon
State Street SPDR S&P Dividend ETF
SDY
+$605K
5
AMZN icon
Amazon
AMZN
+$453K

Top Sells

1
+$265K
2
+$83.4K
3
+$28.8K
4
UPS icon
United Parcel Service
UPS
+$20.6K
5
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$18.2K

Sector Composition

1 Technology 7%
2 Healthcare 5.72%
3 Consumer Staples 3.52%
4 Consumer Discretionary 2.89%
5 Financials 2.28%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$4.89K ﹤0.01%
24
352
$4.84K ﹤0.01%
94
353
$4.57K ﹤0.01%
90
354
$4.57K ﹤0.01%
24
355
$4.54K ﹤0.01%
23
356
$4.5K ﹤0.01%
48
357
$4.49K ﹤0.01%
9
358
$4.42K ﹤0.01%
45
359
$4.38K ﹤0.01%
14
360
$4.36K ﹤0.01%
42
361
$4.33K ﹤0.01%
32
362
$4.31K ﹤0.01%
34
363
$4.19K ﹤0.01%
12
364
$4.16K ﹤0.01%
21
365
$4.14K ﹤0.01%
192
+2
366
$4.1K ﹤0.01%
6
367
$4.01K ﹤0.01%
28
368
$3.98K ﹤0.01%
10
369
$3.94K ﹤0.01%
15
370
$3.92K ﹤0.01%
171
371
$3.92K ﹤0.01%
2,450
372
$3.85K ﹤0.01%
28
+1
373
$3.83K ﹤0.01%
85
374
$3.79K ﹤0.01%
134
375
$3.78K ﹤0.01%
125
13 14
15
16 17